by Naveen
August 2, 2023
Investing in growth in the public markets
Study our investing style and process at length
Owner's Manual
We are a fiduciary of your capital. Your understanding of what we do and how we will approach it is a critical element in enabling us to attain our goal. The Owners Manual helps achieve this....
Valuations need to be looked at in the context of growth. So where are the growth aspects today and how are we positioning our portfolios? We cover the supply side dynamics in India today and the transition we are seeing on the ground, which explains our portfolio positioning.